What if you'd held BGR?
A $1,000 investment in BlackRock Energy and Resources Trust (BGR) at the month-end close of 2004-12 would be worth $3,961 at the close of 2026-08 — +296.1% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,360.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2004
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2004 | $1,000 | — |
| 2005 | $1,115 | +11.5% |
| 2006 | $1,305 | +17.1% |
| 2007 | $1,667 | +27.8% |
| 2008 | $862 | -48.3% |
| 2009 | $1,576 | +82.7% |
| 2010 | $1,883 | +19.5% |
| 2011 | $1,713 | -9.0% |
| 2012 | $1,764 | +2.9% |
| 2013 | $2,147 | +21.7% |
| 2014 | $1,995 | -7.1% |
| 2015 | $1,362 | -31.7% |
| 2016 | $1,695 | +24.4% |
| 2017 | $1,782 | +5.1% |
| 2018 | $1,406 | -21.1% |
| 2019 | $1,734 | +23.3% |
| 2020 | $1,131 | -34.8% |
| 2021 | $1,587 | +40.4% |
| 2022 | $2,204 | +38.9% |
| 2023 | $2,333 | +5.8% |
| 2024 | $2,521 | +8.1% |
| 2025 | $2,956 | +17.3% |
| 2026 | $3,961 | +34.0% |
Best and worst month-end to buy
The best single month-end close to have bought BGR was 2008-11 ($3.45): $1,000 then is $5,006 today. The worst was 2026-08 ($17.27): $1,000 then is $1,000.
FAQ
What would $1,000 in BGR be worth today?
A $1,000 investment in BlackRock Energy and Resources Trust (BGR) at the start of 2004 would be worth about $3,961 today, a total return of +296.1%. Dividends are reinvested in these figures.
What were the best and worst years for BGR?
BlackRock Energy and Resources Trust (BGR)'s strongest calendar year since 2004 was 2009, a +82.7% return — $1,000 held through that year became about $1,827 by year-end. Its weakest year was 2008, at -48.3%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in BGR have grown?
Investing $100 at the end of every month since 2004-12 would have grown to about $63,371 on $26,100 invested.
Did BGR beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,360. BGR trailed the S&P 500 by +37.7% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
BlackRock Energy and Resources Trust (BGR) historical total-return data from 2004-12 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.